Our financial advisers

At a personal meeting, our financial advisers will help you understand and create an individualised portfolio depending on your savings goal and risk appetite. You will get advice from experts in the area of saving through investment funds who hold high-quality information about developments in capital markets.

I would like to make an appointment with a financial adviser

Meet our financial advisers

Katja Bogataj Kopriva
Office location: Ljubljana
T: (+386)1 582 67 19
E: katja.bogatajkopriva@generali-investments.si
Sonja Lovše Bambič
Office location: Ljubljana
T: (+386)1 582 68 48
E: sonja.lovsebambic@generali-investments.si
Borut Šivic
Office location: Kranj
T: (+386)1 582 68 57
E: borut.sivic@generali-investments.si
Lidija Selič
Office location: Maribor
T: (+386)1 582 68 80
E: lidija.selic@generali-investments.si
Petra Lamut Kolenac
Office location: Novo mesto
T: (+386)1 582 67 10
E: petra.lamutkolenac@generali-investments.si
Peter Kren
Office location: Koper
T: (+386)1 582 68 74
E: peter.kren@generali-investments.si
Matej Vesić
Office location: Ljubljana
T: (+386)1 582 67 56
E: matej.vesic@generali-investments.si

Consult our expert

Tell us about your wishes, the acceptable risk level, the amount you would like to invest, and the time period of investment. Based on that and together with you, we can compose a portfolio of funds or prepare a savings plan.

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